Creating an Integration

From your Slemma account, head over to the Library page and click the plus button at the bottom right. Select Integration from the submenu.

In the following page, you can find Base CRM with one of the following ways:

Scroll down and select Base CRM from the list of Integrations.

Use search to find Base CRM from the list of Integrations.

Choose Base CRM using All dropdown list > CRM.

You’ll see the Integration settings dialog window. You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Click OK.

You’ll be directed to a page to sign in. Login to your Base CRM account and grant Slemma permission to access your data.

After authorization, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Base CRM integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt datasets that are not editable.

This data source contains information about all your deals such as value in a specific currency and deals count by current stage.

Dimensions

Deal Name – The name of the deal

Currency – The venue for the event

Created At – Date the deal was initially created

Hot – Indicator of whether or not the deal is hot

Current Stage – The deal’s current stage in the pipeline

Category Stage – The deal’s category stage in the pipeline

Last Change Stage At – Date when the deal was moved into the current stage

User Change Stage – The user who moved the deal into the current stage

Last Activity At – Date of the last activity on the deal

Created By – The user that created this deal

Source – The source of the deal

Loss Reason – Reason why the deal was lost

Contact – The name of a primary contact

Organization Name – The name of the organization

Estimated Close Date – Estimated close date of the deal

Tags – Tags for a deal

Owner – The user the deal is assigned to

Custom Field

Measures

Value – Value of the deal in a currency specified in the currency field

Deals Count – Deals Count

Custom Fields

Templates

Deals by Status (last 6 months)

Number vs. Value of Deals by Source (last 30 days)

Top 10 Contacts be Value of Deals (last 6 months)

Creating a Chart

Click a dataset or integration and select Create dashboard/Create saved chart/Create presentation to start building a chart (please note that presentations are available starting from the Standard Plan).

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.

If you choose a template, a new chart will be added to a dashboard/saved chart/presentation (depending on the way you start the chart creation).